Updating Dashboard Pages with PeopleSoft Prompts

Data Source specific dashboard prompts are provided with Financial Analytics to accommodate source specific filtering across all application Dashboard pages.

You need to add each PeopleSoft dashboard prompt listed in the table to its associated dashboard page as part of the application configuration process.
Dashboard Dashboard Page Shared Folders/Financials/Analytic Library PeopleSoft Prompt Name

General Ledger

Overview

/General Ledger/Key Ratios

Oracle PSFT - GL Key Ratios Prompt

General Ledger

Balance Sheet

/General Ledger/Balance Sheet

Oracle PSFT - GL Balance Sheet Prompt

General Ledger

Cash Flow

/General Ledger/Cash Flow

Oracle PSFT - GL Cash Flow Prompt

General Ledger

Budget vs. Actual

/General Ledger/Budget Actual

Oracle PSFT - GL Budget Prompt

General Ledger

Asset Usage

/General Ledger/Asset Usage

Oracle PSFT - GL Asset Usage Prompt

General Ledger

Liquidity

/General Ledger/Liquidity

Oracle PSFT - GL Liquidity Prompt

General Ledger

Financial Structure

/General Ledger/Financial Structure

Oracle PSFT - GL Financial Structure Prompt

General Ledger

GL Balance

/General Ledger/Transactions

Oracle PSFT - GL Balance Transactions Prompt

General Ledger

Trial Balance

/General Ledger/Trial Balance

Oracle PSFT - GL Trial Balance Prompt

Payables

Overview

/Payables/Overview

Oracle PSFT - AP Overview Prompt

Payables

AP Balance

/Payables/AP Balance

Oracle PSFT - AP Balance Prompt

Payables

Payments Due

/Payables/Payments Due

Oracle PSFT - AP Payments Due Prompt

Payables

Effectiveness

/Payables/Effectiveness

Oracle PSFT - AP Effectiveness Prompt

Payables

Payment Performance

/Payables/Payment Performance

Oracle PSFT - AP Payment Performance Prompt

Payables

Supplier Report

/Payables/Supplier Report

Oracle PSFT - AP Supplier Report Prompt

Payables

Holds and Discounts

/Payables/Supplier Report

Oracle PSFT - AP Holds and Discounts Prompt

Payables

Invoice Details

/Payables/Invoice Details

Oracle PSFT - AP Invoice Details Prompt

Payables

All AP Transactions

/Payables/All AP Transactions

Oracle PSFT - AP Txn Prompt

Profitability

Overview

/Profitability/Overview

Oracle PSFT - GL Profitability Overview Prompt

Profitability

P&L

/Profitability/P&L

Oracle PSFT - GL Profitability P&L Prompt

Profitability

Margins

/Profitability/Margins

Oracle PSFT - GL Profitability Margins Prompt

Profitability

Revenue

/Profitability/Revenue

Oracle PSFT - GL Profitability Revenue Prompt

Profitability

Products

/Profitability/Products

Oracle PSFT - GL Profitability Products Prompt

Profitability

Customers

/Profitability/Customers

Oracle PSFT - GL Profitability Customer Prompt

Receivables

Overview

/Receivables/Overview

Oracle PSFT - AR Overview Prompt

Receivables

AR Balance

/Receivables/AR Balance

Oracle PSFT - AR Balance Prompt

Receivables

Payments Due

/Receivables/Payments Due

Oracle PSFT - AR Payments Due Prompt

Receivables

Effectiveness

/Receivables/Effectiveness

Oracle PSFT - AR Effectiveness Prompt

Receivables

Payment Performance

/Receivables/Payment Performance

Oracle PSFT - AR Payment Performance Prompt

Receivables

Customer Report

/Receivables/Customer Report

Oracle PSFT - AR Customer Prompt

Receivables

Invoice Details

/Receivables/Invoice Details

Oracle PSFT - AR Invoice Details Prompt

Receivables

All AR Transactions

/Receivables/All AR Transactions

Oracle PSFT - AR Transactions Prompt

To update dashboard pages with PeopleSoft prompts:

  1. Access the dashboard page.
  2. Click the Page Options button and then select Edit Dashboard to launch Dashboard Editor.
  3. Remove the existing dashboard prompt from the top section in Dashboard Editor.

    For the Overview page in the General Ledger dashboard, remove the 'Oracle FUSION - GL Key Ratios Prompt' from Section 1.

    Note:

    Remove the prompt, not the Section.

  4. From the selection pane in the Saved Content area, browse to the Shared Folders where the dashboard prompt to be used for this dashboard page is stored.

    For the Overview page in the General Ledger dashboard, the catalog path is stored in the following location:

    /Shared folders/Financials/Analytic Library/General Ledger/Key Ratios

    Prompt name: Oracle PSFT - GL Key Ratios Prompt

  5. Drag and drop the dashboard prompt from the shared folder into the section where you removed the prompt in step 3.
  6. Click the Save button to save the dashboard page and exit Dashboard Editor.

    This updates the dashboard page with the PeopleSoft prompt.

  7. Repeat these steps for all Financial Analytics dashboard pages listed in the table.